Michael Paulus, CFP®, CLU®, ChFC®

Financial Advisor

About

Michael Paulus is an Associate Partner and Financial Advisor with North Star Resource Group’s Medical Division. His practice focuses on working with physicians, dentists, and their families to help them overcome the financial challenges that are unique to their chosen careers.

Michael likes to take a holistic approach and focuses on each client’s unique set of goals and values.  Michael has a national practice, and currently works with several hundred clients across the country.  Knowing that many of the most important financial decisions are made before wealth is accumulated, he starts working with physicians and dentists as early as their final year of medical or dental school.

Academically, Michael is a frequent presenter to training programs in Philadelphia and Salt Lake City.  He is the Co-Author to the Physician’s Guide to Financial Independence and focuses most of his new publications to his ongoing column at Physicians Money Digest.

Michael is originally from the Twin Cities and is a graduate of the University of Minnesota with a degree in Finance. After years of traveling to seek out new challenges for his outdoor pursuits, Michael now resides in Salt Lake City where the best skiing and hiking in the country is right in his backyard. When not working, Michael can often be found challenging his friends and family to push their limits with a new route up or down the mountain.

Certifications:

  • CERTIFIED FINANCIAL PLANNER, CFP®
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU) designation through the American College
  • Member of the Million Dollar Round Table, The Premier Association of Financial Professionals® 

Services

  • Comprehensive financial planning
  • Debt management
  • Education funding strategies
  • Estate planning*
  • Income protection strategies
  • Investments
  • Retirement strategies
  • Tax-efficient investment strategies*
  • Wealth accumulation
  • Wealth management

Team

Rebecca Zimmer
Rebecca Zimmer

Practice Coordinator

North Star resource group

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Contact

    Salt Lake City

    3115 E Lion Lane
    Suite 160
    Salt Lake City, UT 84121

    Directions

    Philadelphia

    2001 Market Street
    Suite 2500
    Philadelphia, PA 19103

    Directions

    Michael is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.  3018728/DOFU 4-2020

    Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.